Scale client insights with analytics tools from Xero
Leverage Xero to spark strategic conversations with your clients. Use Syft to package the advice, with automations that transform your practice into an advisory powerhouse.
Syft Analytics: Built for your practice
Automate complex reporting, multi- entity consolidations, and forecasting to deliver high-impact advice in a fraction of the time.
Explore Syft Analytics
Xero Analytics: Built for your clients.
Beautiful, real-time visuals that help small business clients understand their performance and stay on track with their short term goals.
Explore Xero Analytics
For your clients: clarity & confidence
Clear visuals in Xero help your clients understand their performance trends, replace spreadsheets with 180-day projections and creates natural opportunities for strategic services that can then be delivered by you with Syft.
For your practice: profitability & scale
Scale reporting and analytics without the manual workload with Syft. Use AI-powered insights and templated management packs to reduce preparation time and focus on high-impact advice.
Empower your team for success
Inform your team on what’s possible. Download the Analytics comparison guide to see product overviews, pricing, and a side-by-side feature breakdown.
Download the analytics toolkit
Generate 20% more practice revenue with Syft
“Syft Analytics has empowered us to deliver more strategic advice at scale, giving us the confidence to offer proactive guidance to our clients." — Krishan Sharma, Partner at KNS Accountants & Business Advisors.
Help clients make more informed business decisions with Xero Analytics
“These new analytics features from Xero are exactly what I've been looking for. Instead of searching for another tool, I can now get the clear financial understanding I need, right within Xero." - Macushla Collins, Founder of The BD Edge.
Functionality across Syft and Xero Analytics
| Syft Analytics | Xero Analytics | |
|---|---|---|
| Best for | Delivering strategic, high impact advice | Initiating day to day operational conversations |
| Customizable dashboards | ||
| Cash-flow forecasts | Up to 10 years and 4-way forecasting | Up to 180 days |
| KPI analysis | Advanced KPI scorecards and benchmarking | KPI scorecards and benchmarking |
| Data reviews | ||
| Import external data | ||
| Multi-entity consolidations | ||
| Automated management reporting | ||
| AI insights | Commentary and alerts | Limited commentary, JAX |
| Practice oversight of clients performance | ||
| Spreadsheet sync |
Exclusive offer for Xero partners
Access Syft for your practice at no additional cost for clients on qualifying Xero business plans (Standard and Premium). *Terms and conditions apply.
FAQs on Xero and Syft
No. If your clients are on qualifying Xero business plans, Syft Analytics is included for your practice at no additional cost.
No. If your clients are on qualifying Xero business plans, Syft Analytics is included for your practice at no additional cost.
It’s a one-click integration. Syft syncs directly with Xero data, so you can generate your first professional report pack in minutes, not hours.
It’s a one-click integration. Syft syncs directly with Xero data, so you can generate your first professional report pack in minutes, not hours.
Customers with standard plus reporting and/or advisor user permissions can access Xero Analytics directly within their Xero account on eligible plans.
Customers with standard plus reporting and/or advisor user permissions can access Xero Analytics directly within their Xero account on eligible plans.
For Syft Analytics, you choose whether clients’ have access to Syft. You can grant them full login permissions or simply share professional PDF reports and automated AI insights.
For Syft Analytics, you choose whether clients’ have access to Syft. You can grant them full login permissions or simply share professional PDF reports and automated AI insights.
Upgrading is easy! Simply upgrade your client to a qualifying Xero plan to access Syft at no extra cost. Alternatively, you can subscribe to Syft directly via www.syftanalytics.com/ to start using their advanced advisory tools immediately.
Upgrading is easy! Simply upgrade your client to a qualifying Xero plan to access Syft at no extra cost. Alternatively, you can subscribe to Syft directly via www.syftanalytics.com/ to start using their advanced advisory tools immediately.
This is a partner only invite. Your clients will not receive any communication from Syft Analytics when you connect their Xero account.
This is a partner only invite. Your clients will not receive any communication from Syft Analytics when you connect their Xero account.
Both Xero and Syft plans scale for complexity and customization. Learn more about what’s included in Xero Analytics, and see what Syft Analytics offers.
Both Xero and Syft plans scale for complexity and customization. Learn more about what’s included in Xero Analytics, and see what Syft Analytics offers.
While Xero Analytics and Syft share some similar capabilities, they are not like for like and serve different customers. Xero Analytics is designed for small business owners who need quick and short term insights to run their business. Syft is purpose-built for accounting and bookkeeping firms offering advisory services with advanced analytics, multi-entity reporting, and client-ready deliverables that support high-value services.
While Xero Analytics and Syft share some similar capabilities, they are not like for like and serve different customers. Xero Analytics is designed for small business owners who need quick and short term insights to run their business. Syft is purpose-built for accounting and bookkeeping firms offering advisory services with advanced analytics, multi-entity reporting, and client-ready deliverables that support high-value services.
Terms and conditions
Offer available to Xero partners only. This offer is available to your qualifying business plan subscriptions (Growing, Established). We will provide Syft Analytics software, at no additional cost, to these business plan subscriptions. In each case, the Syft plan will correspond to your Xero business plan subscription. If you upgrade or downgrade your Xero subscription, the corresponding Syft plan will also be upgraded or downgraded. If you downgrade your Xero subscription to one that does not qualify for this offer then you won’t continue to receive Syft Analytics software license for that Xero subscription. This offer may be changed or withdrawn in accordance with Xero’s Terms of Use.
Become a Xero partner
Join the Xero community of accountants and bookkeepers. Collaborate with your peers, support your clients and boost your practice.